Learn about the four pillars of data collection and auditing: training, collection, auditing, and reporting. And hear about examples of how CRM data is being used effectively to make intelligent decisions and prepare effective proposals.
Selecting the Best A/E/C CRM, Part 2
Is your firm thinking about a new CRM system? Does your firm even need a CRM system? In this episode, I’m back interviewing Jan Flesher and Courtney Kearney on where firms go wrong when selecting a new CRM system.
Selecting the Best CRM for A/E/C Firms, Part 1
How do you know if you need a CRM for your architecture, engineering, or construction (A/E/C) firm? How do you select the right CRM for your firm? How can you make sure you are getting the most out of your CRM?
In the first part of this two-part series, I ask Jan Flesher, PMP and Courtney Kearney, CPSM these questions. And, you may be surprised to hear that not every firm needs a CRM!
How to Get the Proposal Information You Need, When You Need It
Have you ever felt like your internal proposal process was taking too long? In this episode, Kate Robinette, CPSM tells us how to better prepare and execute your next proposal. She gives us the steps to help your team juggle multiple proposals, stay on task with proposals, and maybe even help you streamline your process.
Sales Forecasting: Adjusting for Uncertain Times
Now more than ever, our architecture, engineering, and construction firms need to have a more accurate picture of what future sales are coming in or not coming in, to help make other business decisions. How is that handled at your firm? How can help in this effort? What if you…
Beyond Proposals: Adding Value as a Remote Marketing Professional
With remote working it might be challenging to appear to be working or demonstrate your value if you aren’t producing a proposal. What is the best use of your time during this unique situation? This article shares some initiatives you can start while working remotely to continue to add value to your firm.
Sales Forecast Research
I have partnered up with my data-loving gal pal, Stacey Ho, CPSM. We are gathering industry-specific research from you about how your firm forecasts. We need your input!
Managing Project Information
This article shares various methods for managing project information for A/E/C firms. It goes through the various methods and ways to automate managing project information. I also share a case study of how a construction firm uses field visits to gather robust project information.
Managing Information: Annual Resume Updates
This article shares how to set up a system for annual resume updates for your A/E/C firm. It also provides some best practices and templates to automate the resume update process.
Managing Resume Information: New Hires
There are a few good moments to capture your firm’s expertise – when they are hired is one of them. Learn how to set up a new hire resume update process.